Free Trial
→ Reagan’s former tech advisor sharing bombshell announcement (From Banyan Hill Publishing) (Ad)tc pixel Free PHR Stock Alerts

Phreesia (PHR) Institutional Ownership

Phreesia logo
$24.20 -1.28 (-5.02%)
Closing price 09/12/2025 03:59 PM Eastern
Extended Trading
$24.18 -0.02 (-0.08%)
As of 09/12/2025 06:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Phreesia (NYSE:PHR)

Current
Institutional Ownership
Percentage
92.10%
Number of
Institutional Buyers
(last 12 months)
141
Total
Institutional Inflows
(last 12 months)
$388.74M
Number of
Institutional Sellers
(last 12 months)
72
Total
Institutional Outflows
(last 12 months)
$212.98M
Get PHR Insider Trade Alerts

Want to know when executives and insiders are buying or selling Phreesia stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

PHR Institutional Buying and Selling by Quarter

Phreesia Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2025 Squarepoint Ops LLC100,922$2.87M0.0%+243.6%0.170%
8/15/2025 Tower Research Capital LLC TRC 5,610$160K0.0%+332.5%0.009%
8/15/2025 LGL Partners LLC12,487$335K0.1%-54.3%0.021%
8/15/2025 State of Tennessee Department of Treasury11,590$330K0.0%N/A0.019%
8/15/2025 Smartleaf Asset Management LLC2,816$80K0.0%-46.5%0.005%
8/15/2025 BNP Paribas Financial Markets12,284$350K0.0%+128.2%0.021%
8/15/2025 Brevan Howard Capital Management LP31,418$894K0.0%+184.2%0.053%
8/15/2025 Bellevue Group AG332,016$9.45M0.2%-11.7%0.558%
8/15/2025 Bank of America Corp DE539,368$15.35M0.0%+6.2%0.907%
8/15/2025 Ameriprise Financial Inc.44,774$1.27M0.0%-12.2%0.075%
8/15/2025 AQR Capital Management LLC188,089$5.35M0.0%+17.5%0.316%
8/14/2025 PDT Partners LLC127,453$3.63M0.2%+158.9%0.214%
8/14/2025 California State Teachers Retirement System50,832$1.45M0.0%-1.0%0.085%
8/14/2025 Raymond James Financial Inc.14,049$400K0.0%+2.7%0.024%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.56,937$1.62M0.0%-9.0%0.096%
8/14/2025 Globeflex Capital L P10,070$287K0.0%+62.3%0.017%
8/14/2025 The Manufacturers Life Insurance Company 26,826$763K0.0%-4.3%0.045%
8/14/2025 Squarepoint Ops LLC100,922$2.87M0.0%+243.6%0.170%
8/14/2025 Sei Investments Co.242,709$6.91M0.0%+23.2%0.408%
8/14/2025 NewEdge Advisors LLC14,945$425K0.0%-3.2%0.025%
8/14/2025 Qube Research & Technologies Ltd389,519$11.09M0.0%+156.1%0.655%
8/14/2025 WINTON GROUP Ltd18,281$520K0.0%N/A0.031%
8/14/2025 Formula Growth Ltd.109,534$3.12M1.2%-1.6%0.184%
8/13/2025 Bosun Asset Management LLC10,739$306K0.1%-51.9%0.018%
8/13/2025 Brown Advisory Inc.2,482,955$70.67M0.1%-34.1%4.173%
8/13/2025 M Holdings Securities Inc.11,500$327K0.1%-11.5%0.019%
8/13/2025 Marshall Wace LLP418,484$11.91M0.0%+205.4%0.703%
8/13/2025 First Trust Advisors LP168,630$4.80M0.0%+15.9%0.283%
8/13/2025 Invesco Ltd.66,744$1.90M0.0%-49.4%0.112%
8/13/2025 Greenhouse Funds LLLP3,325,262$94.64M3.9%+12.5%5.588%
8/13/2025 Arrowstreet Capital Limited Partnership96,792$2.76M0.0%N/A0.163%
8/13/2025 Panagora Asset Management Inc.252,354$7.18M0.0%+134.9%0.424%
8/13/2025 Virtus Advisers LLC2,277$65K0.1%-75.2%0.004%
8/13/2025 Schroder Investment Management Group881,016$25.07M0.0%+32.3%1.481%
8/13/2025 Loomis Sayles & Co. L P1,200,340$34.16M0.0%N/A2.017%
8/13/2025 Norges Bank44,916$1.28M0.0%N/A0.075%
8/13/2025 Hsbc Holdings PLC19,711$556K0.0%+38.4%0.033%
8/13/2025 Elevation Point Wealth Partners LLC8,637$246K0.0%N/A0.015%
8/13/2025 Choreo LLC7,781$221K0.0%-5.5%0.013%
8/13/2025 Russell Investments Group Ltd.172,917$4.92M0.0%-12.6%0.291%
8/12/2025 Boston Partners130,060$3.70M0.0%+165.1%0.219%
8/12/2025 XTX Topco Ltd18,899$538K0.0%N/A0.032%
8/12/2025 Bullseye Asset Management LLC110,718$3.15M1.6%+11.8%0.186%
8/12/2025 Champlain Investment Partners LLC2,724,553$77.54M0.5%-7.5%4.579%
8/12/2025 Summit Global Investments12,260$349K0.0%N/A0.021%
8/12/2025 Prudential Financial Inc.10,460$298K0.0%N/A0.018%
8/12/2025 American Century Companies Inc.1,046,586$29.79M0.0%+6.4%1.759%
8/12/2025 Rhumbline Advisers92,594$2.64M0.0%+6.6%0.156%
8/12/2025 Franklin Resources Inc.1,524,251$43.38M0.0%+0.6%2.562%
8/12/2025 Legal & General Group Plc65,281$1.86M0.0%+15.1%0.110%
8/12/2025 JPMorgan Chase & Co.58,018$1.65M0.0%-12.3%0.098%
8/12/2025 Magnetar Financial LLC13,686$390K0.0%-27.2%0.023%
8/8/2025 Arcadia Investment Management Corp MI113,470$3.23M0.5%+22.3%0.191%
8/8/2025 Police & Firemen s Retirement System of New Jersey12,847$366K0.0%+8.8%0.022%
8/8/2025 Geode Capital Management LLC1,312,224$37.35M0.0%+1.9%2.205%
8/8/2025 PNC Financial Services Group Inc.19,983$569K0.0%+2.8%0.034%
8/8/2025 KBC Group NV1,881$54K0.0%-35.2%0.003%
8/7/2025 Boston Partners56,520$1.61M0.0%+15.2%0.095%
8/7/2025 ProShare Advisors LLC11,594$330K0.0%-4.4%0.019%
8/7/2025 King Luther Capital Management Corp82,896$2.36M0.0%N/A0.139%
8/7/2025 Acadian Asset Management LLC364,194$10.36M0.0%+61.6%0.612%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.153,072$4.36M0.0%+71.2%0.257%
8/6/2025 Fox Run Management L.L.C.11,339$323K0.1%N/A0.019%
8/5/2025 Bank of Montreal Can11,277$321K0.0%+9.2%0.019%
8/5/2025 Nicholas Company Inc.212,137$6.04M0.1%+16.0%0.357%
8/5/2025 Cambiar Investors LLC375,065$10.67M0.4%N/A0.630%
8/4/2025 Keybank National Association OH15,495$441K0.0%N/A0.026%
8/1/2025 Peregrine Capital Management LLC325,608$9.27M0.3%+11.8%0.547%
8/1/2025 Teacher Retirement System of Texas14,556$414K0.0%+80.4%0.024%
8/1/2025 Envestnet Asset Management Inc.34,041$969K0.0%+46.8%0.057%
7/31/2025 Oppenheimer Asset Management Inc.8,803$251K0.0%+9.9%0.015%
7/30/2025 Connors Investor Services Inc.81,162$2.31M0.2%N/A0.136%
7/30/2025 Probity Advisors Inc.13,211$376K0.1%+9.7%0.022%
7/29/2025 VIRGINIA RETIREMENT SYSTEMS ET Al18,880$537K0.0%N/A0.032%
7/28/2025 Allianz Asset Management GmbH146,546$4.17M0.0%+42.2%0.246%
7/24/2025 Blair William & Co. IL121,308$3.45M0.0%-2.5%0.204%
7/23/2025 KLP Kapitalforvaltning AS12,400$353K0.0%+20.4%0.021%
7/15/2025 Riverbridge Partners LLC551,522$15.70M0.3%-13.1%0.927%
7/11/2025 Farther Finance Advisors LLC3,032$86K0.0%+9,375.0%0.005%
7/11/2025 Diversified Trust Co45,042$1.28M0.0%+1.0%0.076%
7/10/2025 Moody National Bank Trust Division115,317$3.28M0.3%+19.3%0.194%
6/18/2025 Voya Investment Management LLC130,223$3.33M0.0%-18.2%0.219%
6/3/2025 Inspire Investing LLC13,586$347K0.0%-14.9%0.023%
5/29/2025Rhumbline Advisers86,844$2.22M0.0%+3.8%0.146%
5/28/2025Strs Ohio10,600$271K0.0%N/A0.018%
5/21/2025Acadian Asset Management LLC225,317$5.75M0.0%+105.2%0.379%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC2,644,988$67.61M0.0%+108.7%4.448%
5/16/2025Caxton Associates LLP12,355$316K0.0%N/A0.021%
5/16/2025Goldman Sachs Group Inc.600,012$15.34M0.0%+0.4%1.008%
5/16/2025Park West Asset Management LLC894,501$22.86M1.8%+111.2%1.522%
5/16/2025Petrus Trust Company LTA25,365$648K0.1%N/A0.043%
5/16/2025PharVision Advisers LLC8,622$220K0.3%-28.2%0.015%
5/16/2025NewEdge Advisors LLC15,437$395K0.0%+262.7%0.026%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.62,557$1.60M0.0%+3.6%0.106%
5/16/2025Granahan Investment Management LLC1,138,557$29.10M1.4%-21.7%1.937%
5/16/2025Greenhouse Funds LLLP2,956,910$75.58M3.5%+2.9%5.031%
5/16/2025Bosun Asset Management LLC22,335$571K0.2%+110.5%0.038%
5/16/2025AQR Capital Management LLC160,032$4.09M0.0%+471.2%0.272%
5/15/2025LGL Partners LLC27,349$699K0.3%N/A0.047%
5/15/2025PDT Partners LLC49,232$1.26M0.1%N/A0.084%
(Data available from 1/1/2016 forward)

PHR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PHR shares?

During the previous two years, 207 institutional investors and hedge funds held shares of Phreesia. The most heavily invested institutionals were FMR LLC ($154.80M), Vanguard Group Inc. ($126.18M), Greenhouse Funds LLLP ($94.64M), Champlain Investment Partners LLC ($77.54M), Brown Advisory Inc. ($70.67M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($67.61M), and Capital International Investors ($62.05M).Learn more on Phreesia's institutional investors.

What percentage of Phreesia's stock is owned by institutional investors?

92.10% of Phreesia's stock is owned by institutional investors. Learn more on PHR's institutional investor holdings.

Which institutional investors have been buying Phreesia's stock?

Of the 178 institutional investors that purchased Phreesia's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Champlain Investment Partners LLC ($1.84M), Capital International Investors ($1.79M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($1.38M), Loomis Sayles & Co. L P ($1.20M), Greenhouse Funds LLLP ($1.08M), American Century Companies Inc. ($1.05M), and Deerfield Management Company L.P. Series C ($919.73K).

How much institutional buying is happening at Phreesia?

Institutional investors have bought a total of 14,858,008 shares in the last 24 months. This purchase volume represents approximately $388.74M in transactions.

Which of Phreesia's major shareholders have been selling company stock?

Of the 72 institutional investors that sold Phreesia's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brown Advisory Inc. ($3.20M), T. Rowe Price Investment Management Inc. ($1.33M), FMR LLC ($588.72K), Blair William & Co. IL ($558.67K), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($546.37K), Granahan Investment Management LLC ($317.09K), and Champlain Investment Partners LLC ($269.62K).

How much institutional selling is happening at Phreesia?

Institutional investors have sold a total of 8,239,159 shares in the last 24 months. This volume of shares sold represents approximately $212.98M in transactions.


Related Companies

This page (NYSE:PHR) was last updated on 9/14/2025 by MarketBeat.com Staff
From Our Partners
Nvidia Times 1,000,000
Nvidia’s latest AI chip is a $25,000 powerhouse — with 80 billion transistors and the ability to perform 60 tr...
Paradigm Press | Sponsoredtc pixel
Forget NVDA. Put $1,000 into this stock now
A massive money shift is underway in the AI market. And it's opening up an extraordinary opportunity in a NEW ...
Chaikin Analytics | Sponsoredtc pixel
College grad makes $64,000 a month
A Wall Street legend just helped train our own proprietary AI system in the stock market (a project that took ...
Stansberry Research | Sponsoredtc pixel
Warren Buffett’s #1 AI Stock: Not Mag 7, And NOT on the Nasdaq
New Amazon Crisis Could Tank U.S. Stock Market A new panic is halting AI projects at Amazon and could split...
Altimetry | Sponsoredtc pixel
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsoredtc pixel
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsoredtc pixel
Apple’s falling behind
Apple just posted record-breaking results, yet its stock barely moved — because in today’s market, investors o...
Porter & Company | Sponsoredtc pixel
6-Figure Target for BTC by 2025
The U.S. just announced it's putting GDP data directly onto Bitcoin and Ethereum blockchains. Could this spa...
Crypto 101 Media | Sponsoredtc pixel